See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,253 | $99,341-90.7% | $84,750-89.1% | $273,961-96.6% |
| Participation rate | 45.5% | 80.7%-35.2pp | 76.6%-31.1pp | 83.0%-37.6pp |
| Annual return | 13.39% | 22.93%-9.5pp | 22.78%-9.4pp | 41.45%-28.1pp |
| Employer contribution / active EE | $1,133 | $4,214-73.1% | $3,574-68.3% | $4,869-76.7% |
| Participant deferral / active EE | $923 | $4,269-78.4% | $3,712-75.1% | $5,287-82.5% |
| Admin fee / account holder | $49 | $6,644-99.3% | $5,332-99.1% | $10,132-99.5% |